1,349 Crm jobs in the United States

Sr. ProductOwner - Customer Relationship Management (CRM)

60532 Lisle, Illinois Navistar

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Job Description

Product Vision and Strategy: Support the Development and communicate the product vision and strategy for the CRM system. Align product goals with business objectives and customer needs. Backlog Management: Create, prioritize, and maintain the product Relationship, Management, Product Owner, Product Development, Relations, Customer, Manufacturing, Technology

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Sr. Product Owner - Customer Relationship Management (CRM)

60532 Lisle, Illinois International UTC of Columbus

Posted 2 days ago

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Job Description

Position Overview

International is undergoing a transformation from being a supplier of trucks, buses and engines to a being a supplier of complete and sustainable transport solutions and is strongly committed in evolving its digital capabilities and tools.

We have a great opportunity on our Team for a Sr. Product Owner - Customer Relationship Management (CRM) based in our Lisle, Illinois Corporate Headquarters.

The ideal candidate will have a strong background in CRM technologies, excellent communication skills, and a proven track record of successfully managing product lifecycles from conception to launch.

The individual will interact with the stakeholders, developers, analysts, and business leads to create a strategic prioritization of features, adding value and drive innovation and revenue who will serve as the soup-to-nuts product leader from ideation and requirements gathering through deployment and lifecycle management.

Responsibilities

  • Product Vision and Strategy:

  • Support the Develop ment and communicate the product vision and strategy for the CRM system.

  • Align product goals with business objectives and customer needs.

  • Backlog Management:

  • Create, prioritize, and maintain the product backlog.

  • Ensure that the development team has a clear understanding of the product requirements and priorities.

  • Stakeholder Collaboration:

  • Work closely with stakeholders, including sales, marketing, customer support, and IT, to gather requirements and feedback.

  • Facilitate communication between stakeholders and the development team.

  • Product Development:

  • Collaborate with the development team to define and refine user stories and acceptance criteria.

  • Participate in sprint planning, reviews, and retrospectives.

  • Ensure timely delivery of high-quality product increments.

  • Performance Monitoring:

  • Monitor product performance and user engagement metrics.

  • Identify areas for improvement and implement changes to enhance the product.

Minimum Requirements

  • Bachelor's degree

  • At least 9 years of technical project/program management and/or product owner experience

  • At least 2 years of lead experience

OR

  • Master's degree

  • At least 5 years of technical project/program management and/or product owner experience

  • At least 2 years of lead experience

OR

  • At least 12 years of technical project/program management and/or product owner experience

  • At least 2 years of lead experience

Additional Requirements

  • Qualified candidates, excluding current employees, must be legally authorized on an unrestricted basis (US Citizen, Legal Permanent Resident, Refugee or Asylee) to be employed in the United States. We do not anticipate providing employment related work sponsorship for this position (e.g., H-1B status)

Desired Skills

  • Strong understanding of CRM technologies and best practices.

  • Excellent communication, presentation, and interpersonal skills.

  • Ability to work collaboratively with cross-functional teams.

  • Strong analytical and problem-solving skills.

  • Experience with Agile methodologies and tools (e.g., Scrum, Kanban, Jira).

  • Proven experience in managing the product lifecycle from concept to launch.

  • Experience with specific CRM platforms (e.g., Salesforce, Microsoft Dynamics, HubSpot).

  • Certification as a Product Owner (e.g., CSPO, PSPO).

  • Familiarity with data analytics and reporting tools.

Benefits and Compensation

We provide a competitive total rewards package which ensures job satisfaction both on and off the job. We offer market-based compensation, health benefits, 401(k) match, tuition assistance, EAP, legal insurance, an employee discount program, and more.

For this position, the expected salary range will be commensurate with the candidate's applicable skills, knowledge and experience.

You can learn more about our comprehensive benefits package at

Company Overview

ABOUT TRATON

With its brands Scania, MAN, International, and Volkswagen Truck & Bus, TRATON SE is the parent and holding company of the TRATON GROUP and one of the world's leading commercial vehicle manufacturers. The Group's product portfolio comprises trucks, buses, and light-duty commercial vehicles. "Transforming Transportation Together. For a sustainable world.": this intention underlines the Company's ambition to have a lasting and sustainable impact on the commercial vehicle business and on the Group's commercial growth.

ABOUT INTERNATIONALFrom a one-man company built on the world-changing invention of the McCormick reaper in 1831, to the 15,000-person-strong company we are today,?few companies can lay claim to a history like International. Based in Lisle, Illinois, International Motors, LLC* creates solutions that deliver greater uptime and productivity to our customers throughout the full operation of our commercial vehicles. We build International® trucks and engines and IC Bus® school and commercial buses that are as tough and as smart as the people who drive them. We also develop Fleetrite® aftermarket parts. In everything we do, our vision is to accelerate the impact of sustainable mobility to create the cleaner, safer world we all deserve. As of 2021, we joined Scania, MAN and Volkswagen Truck & Bus in TRATON GROUP, a global champion of the truck and transport services industry. To learn more, visit ( .

*International Motors, LLC is d/b/a International Motors USA in Illinois, Missouri, New Jersey, Ohio, Texas, and Utah.

EEO Statement

We are an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

If you are a qualified individual with a disability and require a reasonable accommodation to access the online application system or participate in the interview process due to your disability, please email? ?to request assistance. Kindly specify Job Requisition Number / Job Title and Location in response. Otherwise, your request may not be considered.

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Sr. Product Owner - Customer Relationship Management (CRM)

60532 Lisle, Illinois International Motors

Posted 10 days ago

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Job Description

Position Overview

International is undergoing a transformation from being a supplier of trucks, buses and engines to a being a supplier of complete and sustainable transport solutions and is strongly committed in evolving its digital capabilities and tools.

We have a great opportunity on our Team for a Sr. Product Owner - Customer Relationship Management (CRM) based in our Lisle, Illinois Corporate Headquarters.

The ideal candidate will have a strong background in CRM technologies, excellent communication skills, and a proven track record of successfully managing product lifecycles from conception to launch.

The individual will interact with the stakeholders, developers, analysts, and business leads to create a strategic prioritization of features, adding value and drive innovation and revenue who will serve as the soup-to-nuts product leader from ideation and requirements gathering through deployment and lifecycle management.

Responsibilities

  • Product Vision and Strategy:
    • Support the Development and communicate the product vision and strategy for the CRM system.
    • Align product goals with business objectives and customer needs.
  • Backlog Management:
    • Create, prioritize, and maintain the product backlog.
    • Ensure that the development team has a clear understanding of the product requirements and priorities.
  • Stakeholder Collaboration:
    • Work closely with stakeholders, including sales, marketing, customer support, and IT, to gather requirements and feedback.
    • Facilitate communication between stakeholders and the development team.
  • Product Development:
    • Collaborate with the development team to define and refine user stories and acceptance criteria.
    • Participate in sprint planning, reviews, and retrospectives.
    • Ensure timely delivery of high-quality product increments.
  • Performance Monitoring:
    • Monitor product performance and user engagement metrics.
    • Identify areas for improvement and implement changes to enhance the product.


Minimum Requirements
  • Bachelor's degree
  • At least 9 years of technical project/program management and/or product owner experience
  • At least 2 years of lead experience
OR
  • Master's degree
  • At least 5 years of technical project/program management and/or product owner experience
  • At least 2 years of lead experience
OR
  • At least 12 years of technical project/program management and/or product owner experience
  • At least 2 years of lead experience
Additional Requirements
  • Qualified candidates, excluding current employees, must be legally authorized on an unrestricted basis (US Citizen, Legal Permanent Resident, Refugee or Asylee) to be employed in the United States. We do not anticipate providing employment related work sponsorship for this position (e.g., H-1B status)
Desired Skills
  • Strong understanding of CRM technologies and best practices.
  • Excellent communication, presentation, and interpersonal skills.
  • Ability to work collaboratively with cross-functional teams.
  • Strong analytical and problem-solving skills.
  • Experience with Agile methodologies and tools (e.g., Scrum, Kanban, Jira).
  • Proven experience in managing the product lifecycle from concept to launch.
  • Experience with specific CRM platforms (e.g., Salesforce, Microsoft Dynamics, HubSpot).
  • Certification as a Product Owner (e.g., CSPO, PSPO).
  • Familiarity with data analytics and reporting tools.


Benefits and Compensation

We provide a competitive total rewards package which ensures job satisfaction both on and off the job. We offer market-based compensation, health benefits, 401(k) match, tuition assistance, EAP, legal insurance, an employee discount program, and more.

For this position, the expected salary range will be commensurate with the candidate's applicable skills, knowledge and experience.

You can learn more about our comprehensive benefits package at

Company Overview

ABOUT TRATON

With its brands Scania, MAN, International, and Volkswagen Truck & Bus, TRATON SE is the parent and holding company of the TRATON GROUP and one of the world's leading commercial vehicle manufacturers. The Group's product portfolio comprises trucks, buses, and light-duty commercial vehicles. "Transforming Transportation Together. For a sustainable world.": this intention underlines the Company's ambition to have a lasting and sustainable impact on the commercial vehicle business and on the Group's commercial growth.

ABOUT INTERNATIONAL
From a one-man company built on the world-changing invention of the McCormick reaper in 1831, to the 15,000-person-strong company we are today, few companies can lay claim to a history like International. Based in Lisle, Illinois, International Motors, LLC* creates solutions that deliver greater uptime and productivity to our customers throughout the full operation of our commercial vehicles. We build International® trucks and engines and IC Bus® school and commercial buses that are as tough and as smart as the people who drive them. We also develop Fleetrite® aftermarket parts. In everything we do, our vision is to accelerate the impact of sustainable mobility to create the cleaner, safer world we all deserve. As of 2021, we joined Scania, MAN and Volkswagen Truck & Bus in TRATON GROUP, a global champion of the truck and transport services industry. To learn more, visit

*International Motors, LLC is d/b/a International Motors USA in Illinois, Missouri, New Jersey, Ohio, Texas, and Utah.

EEO Statement

We are an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

If you are a qualified individual with a disability and require a reasonable accommodation to access the online application system or participate in the interview process due to your disability, please email to request assistance. Kindly specify Job Requisition Number / Job Title and Location in response. Otherwise, your request may not be considered.

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Director, Healthcare Professional (HCP) Customer Relationship Management (CRM)

94080 South San Francisco, California Genentech

Posted 6 days ago

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Job Description

**The Position**
**Who We Are**
**Digital Experience** is shaping the future of how Genentech connects with our patients and customers by harnessing the power of digital innovation and human-centered design. As healthcare evolves, we are bold in our approach - leveraging cutting edge AI, advanced digital engagement, end-to-end content management, and omnichannel technologies and operations to create seamless, personalized, and meaningful experiences for our patients and customers. This is your opportunity to lead transformative change, integrating advanced technology with strategic vision to drive impact at scale. If you are passionate about redefining the healthcare experiences and building something extraordinary, we want you on this journey. Let's redefine what's possible together!
This combined team, in collaboration with key partners, builds solutions to serve Marketing, Customer Engagement, Medical Affairs, Public Affairs & Access ("CMG"), and other patient- and customer-facing teams across CMG to shape and drive a seamless, consistent, meaningful, and compliant experience for patients and customers across our interactions. The team is specifically accountable for:
+ **Defining omnichannel solutions** **,** shaping engagement strategies, designing, operationalizing, and producing seamless, consistent & meaningful patient and customer experiences.
+ **Accelerating, connecting, and enabling** the development of digital solutions that enhance the patient and customer experience across CMG.
+ **Advancing the mission** of seamless, consistent & meaningful patient and customer experiences that maximize patient impact while keeping compliance at the forefront.
**Location**
+ This position is based in South San Francisco, CA with a required onsite presence at our Genentech Campus
+ Relocation Assistance is not available
**Job Summary**
The **Director, Healthcare Professional (HCP) Customer Relationship Management (CRM)** will drive innovation, strategy, and delivery of our HCP CRM product inclusive of integrated capabilities such as e-detailing, customer insights modules, messaging etc. This role is broadly responsible for ensuring that HCP CRM strategies and capabilities are accelerating the organization's progress toward delivering outstanding patient and healthcare provider experiences while driving business impact.
The individual in this role will be responsible for the HCP CRM roadmap creation and delivery, along with CRM product operations and execution in partnership with business stakeholders and technical partners. As a product owner for this critical engagement platform, this person will leverage a deep understanding of CRM capabilities, strong interpersonal skills, and a results-driven approach to shape and deliver meaningful, connected support experiences for customers and internal teams.
**Key Responsibilities**
+ Shape the strategic vision, develop a roadmap, and product standards for the Healthcare Provider Customer Relationship Management (HCP CRM), leveraging knowledge of customer engagement in the healthcare industry and CRM technology trends to enable strategic business priorities and experience needs for employees and customers.
+ Drive the HCP CRM vision and roadmap by aligning with enterprise business stakeholder priorities, technical capabilities, user experience feedback, and process transformation opportunities-ensuring seamless integration and strategic impact.
+ Design and lead the execution of a forward-looking operational strategy for the CRM product, focused on driving speed, efficiency, quality, and performance at scale.
+ Champion the operationalization and enterprise rollout of new features, leveraging automation to streamline workflows, enhance user experience, and reduce costs. Ensure ongoing support for end-users while upholding compliance, governance, and operational excellence standards across all touchpoints.
+ Develop business cases to support innovation and experimentation within the product model, identifying new CRM features and functionalities that deliver business outcomes, optimize performance, and improve customer engagement.
+ Understand end-user pain points via user research, prioritize critical features to improve customer engagement, and set clear performance objectives that balance efficiency with exceptional experiences for our CRM end-user community and our customer base (HCPs, Organized Customers etc.).
+ Own the end-to-end product lifecycle and roadmap for the HCP CRM, overseeing strategic planning, delivery milestones, operational execution, and measurable adoption and impact through sustained use and enhancements.
+ Champion the CRM's value across the enterprise, clearly communicating the product's role in delivering seamless, consistent and meaningful customer experiences through exceptional customer engagement.
+ Work with product operations to define and maintain operational KPIs for CRM performance, including metrics related to information accuracy and customer satisfaction.
+ Collaborate with the Technical Product Manager on vendor engagement and performance management to uphold SLAs and deliver high-quality technical support, enhancements, and infrastructure stability.
+ Represent the HCP CRM strategy in governance councils, enterprise working groups, and cross-suite strategic planning forums.
+ Ensure CRM platforms support the needs of our Commercial and Medical organizations by enabling personalized HCP engagement, omnichannel orchestration, and compliant messaging.
+ Lead prioritization efforts, manage a variety of stakeholders, and resolve competing priorities to align and advance the CRM product roadmap and ongoing enhancements balancing short term needs with long-term investments.
+ Collaborate with the Technical Product Manager to ensure alignment between business outcomes and technical feasibility, delivering a solution that supports both business goals and reliable performance.
+ Partner with other Business Product Owners and Executive Director - CRM Suite Lead to align product strategies, ensuring the CRM meets the business and experience needs of our customers, end-user community and stakeholders.
+ Partner with business stakeholders and technical teams to construct and maintain a prioritized product backlog.
+ Serve as the CRM expert, with deep knowledge of customer engagement trends and technologies in the pharmaceutical industry. Track market shift and emerging technologies to inform CRM strategy and roadmap development.
+ Engage with global product managers to share best practices and enable scalable, efficient solutions across markets.
+ Partner with customer experience professionals to ensure product experience meets the expectations of its end-user product community.
+ Deliver a CRM solution that meets business objectives, incorporating stakeholder feedback while driving improvements in CRM efficiency, quality of service, and end-user satisfaction.
+ Collaborate with Senior Leaders and Training teams to support CRM adoption, offering product expertise and materials to drive change management and upskilling initiatives.
+ Define business cases and secure necessary funding to support the development, enhancement, and scaling of the CRM platform.
+ Lead the definition of business requirements for usage and system health, ensuring the HCP CRM aligns with enterprise data governance standards and industry best practices.
+ Comply with all laws, regulations and policies that govern the conduct of Genentech activities.
**People**
+ Lead, mentor, and manage the HCP CRM team, fostering an exemplary employee experience, including a culture of collaboration, innovation, and accountability.
+ Provide guidance, training, and career development opportunities for team members.
+ Allocate and shift resources effectively to ensure balanced workloads and optimized team performance and business impact.
+ Cultivate an environment of both accountability and performance-based incentives with ongoing and annual performance management and rewards and recognition of all direct reports.
+ Lead or oversee inclusive hiring of direct and indirect reports.
**_Who You Are_**
**Minimum** **Candidate Qualifications and Experience**
+ Bachelor's degree in business, technology, operations, science, marketing, or a related field.
+ 8 years of experience, with 7 years in product management, digital product operations, or equivalent experience.
+ Ability to own and manage the full product lifecycle, including visioning, roadmap creation, execution, and impact measurement.
+ Expertise in driving product improvements based on measurement and optimization insights.
+ Fluency / comfort with data systems, technology platforms, and integrations to inform strategic product decisions.
+ Strong skills in budget management, resource allocation, and stakeholder alignment for cross-functional collaboration.
+ Strong leadership and team management abilities, with experience in coaching, developing, and inspiring talent (direct or indirect).
+ Excellent communication and leadership abilities to drive change, influence stakeholders, and evangelize the product vision.
+ Experience working in an agile setting or bringing agile best-practice mentorship to the team.
+ Experience collaborating with Legal, Compliance, and Privacy teams to ensure adherence to governance and regulatory standards, and help influencing & evolving standards where needed.
+ Ability to innovate and foster experimentation to improve product capabilities.
+ Proven ability to adapt and navigate ambiguous or evolving environments.
+ Deep knowledge of CRM platforms (e.g., Veeva, Salesforce) and their use in HCP engagement and field force effectiveness.
+ Proven experience developing and implementing CRM strategies that balance business needs, user experience, and compliance requirements.
+ Strong understanding of regulatory, legal, and privacy frameworks governing HCP interactions and customer data use.
**Additional Desired** **Candidate Qualifications and Experience**
+ Advanced degree, or equivalent experience (e.g., MBA or related graduate-level qualification).
+ Experience in healthcare, pharmaceutical, or highly regulated industries.
+ Proven success in managing large-scale, complex projects requiring strategic planning and operational execution.
+ Advanced knowledge of workflow tools, automation systems, and compliance frameworks.
+ Proven success in leading enterprise-level CRM initiatives and CRM transformation or consolidation programs across Commercial and Medical functions
**Location**
+ This position is based in South San Francisco, CA with a required onsite presence at our Genentech Campus
+ Relocation Assistance is not available
_The expected salary range for this position based on the primary location of South San Francisco, CA is $171,500 - $318,500. Actual pay will be determined based on experience, qualifications, geographic location, and other job-related factors permitted by law. A discretionary annual bonus may be available based on individual and Company performance. This position also qualifies for the benefits detailed at the link provided below._
**Benefits ( is an equal opportunity employer. It is our policy and practice to employ, promote, and otherwise treat any and all employees and applicants on the basis of merit, qualifications, and competence. The company's policy prohibits unlawful discrimination, including but not limited to, discrimination on the basis of Protected Veteran status, individuals with disabilities status, and consistent with all federal, state, or local laws.
If you have a disability and need an accommodation in relation to the online application process, please contact us by completing this form Accommodations for Applicants ( .
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CRM Architect

10261 New York, New York ZipRecruiter

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Job Description

Job DescriptionJob DescriptionCompany Description

For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to and , and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.

Job Description

IDB Bank is seeking a seasoned CRM Architect to lead the design, integration, and optimization of enterprise CRM solutions that enhance customer engagement, streamline onboarding, and support regulatory compliance. The CRM architect will play a critical part in aligning CRM capabilities with the bank’s digital strategy, leveraging Salesforce, AI, RPA, and integration platforms to deliver scalable, secure, and data-driven customer experiences.

Primary Responsibilities

  • Develop and maintain a scalable, secure, and high-performing CRM reference architecture aligned with enterprise IT and business strategic goals. Conduct gap analysis and define essential CRM components to support project execution and governance.
  • Design and implement CRM architecture to support digitized account opening and KYC processes across digital and branch channels. Ensure readiness of CRM workflows and integrations to enhance customer engagement and cross channel communication.
  • Lead CRM integration for banking, enabling customer segmentation and personalized engagement. Deliver domestic and international CRM solutions in alignment with IT and business timelines and customer experience goals.
  • Identify and execute cost optimization strategies for CRM platform through consolidation and license rationalization. Provide a roadmap for CRM functionality, data, and integration efficiency improvements.
  • Promote CRM best practices and data-driven engagement strategies across IT and business teams. Conduct workshops and define governance and standard through the Architecture Review Board (ARB).
  • Define and implement training and knowledge transfer programs for CRM users, SMEs, and stakeholders. Ensure smooth adoption and operational readiness for new CRM implementations.
  • Align CRM architecture with enterprise data strategy to support analytics, governance, and customer insights. Conduct quarterly assessments to ensure CRM meet functional and operational quality standards.
  • Architect automation strategies within CRM using AI, RPA, and workflow automation tools. Deliver frameworks for self-service engagement and robotic process automation to improve operational efficiency.
  • Identify and advance security and compliance controls within CRM to protect customer interactions and data. Ensure alignment with risk management frameworks and regulatory requirements, including but not limited to BSA, SRs, and MRBAs.
  • Establish and evolve a CRM quality assurance framework to monitor data integrity, platform performance, and customer experience. Track incident reports and drive continuous improvement in CRM operations.

Qualifications

  • Bachelor’s or Master’s degree in Computer Science, Information Systems, or a related field. A strong academic foundation in technology and design is essential for this role.
  • Minimum of 8 years of experience in CRM architecture, preferably within the banking or financial services industry. Proven ability to lead enterprise-level CRM initiatives from design through implementation.
  • Deep expertise in Salesforce service and marketing cloud, customer journey and workflow orchestration, social media marketing and integration, and campaign management.
  • Demonstrated success in leveraging Salesforce capabilities to drive customer engagement and operational efficiency.
  • Experience with architecting Agentic AI and AI-driven customer engagement strategies. Ability to design intelligent workflows and predictive models that enhance CRM performance.
  • Proficiency in UiPath or other RPA for automating CRM-related business processes. Experience in implementing scalable automation frameworks that reduce manual effort and improve accuracy.
  • Strong knowledge of MuleSoft or other iPaaS for integration. Skilled in designing and managing APIs and data flows between CRM and corresponding enterprise applications.
  • Familiarity with CRM maturity model, security frameworks, data and application governance, and banking regulatory compliance standards
  • Knowledge of enterprise architecture frameworks, including TOGAF or Zachman, and the ability to align CRM with broader architectural principles.
  • System Architect certification is highly , demonstrating advanced architectural design and implementation expertise.

The expected annual salary for this position is between $160,000 and $180,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.



Additional Information

The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank:

  • Those with a known mental or physical .
  • individuals and/or individuals with or childbirth-related medical conditions.
  • Victims of domestic violence, offenses or stalking.
  • Employees with observance and practice obligations.

Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual’s accommodation needs; potential accommodations that may address the individual’s accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.

The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

All your information will be kept confidential according to EEO guidelines.

IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO , , , , , , , , GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO , , , , , , , , GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

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CRM Developer

Pennsylvania, Pennsylvania Globus Medical

Posted 2 days ago

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Job Description

At Globus Medical, we move with a sense of urgency to deliver innovations that improve the quality of life of patients with musculoskeletal disorders. Our team is inspired by the needs of these patients, and the surgeons and healthcare providers who treat them. We embrace a culture of exceptional response by partnering with researchers and educators to transform clinical insights into tangible solutions. Our solutions improve the techniques and outcomes of surgery so patients can resume their lives as quickly as possible.

Position Summary:

We are seeking a highly experienced and strategic Manager, IT CRM to lead the strategic and operational management of our Salesforce CRM platform, while spearheading the transition to a next-generation CRM solution. This role requires deep knowledge of CRM ecosystems, strong leadership skills, and the ability to drive transformation initiatives that align with business goals and exceptional leadership skills to guide a team through significant technological change.

Essential Functions:

  • Serve as the primary IT owner and subject matter expert for the Salesforce CRM platform.
  • Extensive knowledge in integrating to other platforms like Twilio, PowerBI/Tableau,Snowflake/GoogleBigQuery.
  • Develop the roadmap for the transition from Salesforce to a new CRM platform , ensuring minimal disruption and high business value.
  • Oversee the ongoing operation, support, and enhancement of the existing Salesforce environment.
  • Act as the primary liaison between IT and key business units regarding CRM capabilities and transformation updates
  • Strategic Planning & Execution: Lead the end-to-end planning, selection, design, and implementation of a new CRM platform, working closely with business stakeholders.
  • Discovery & Requirements Gathering: Conduct thorough assessments of current and future business needs to define comprehensive requirements for the new CRM.
  • Vendor Evaluation & Selection: Lead the evaluation and selection process for the new CRM platform, including RFP development, vendor demonstrations, and detailed analysis.
  • Project Management: Develop and manage detailed project plans, timelines, budgets, and resource allocation for the CRM migration project.
  • Change Management: Develop and execute a robust change management strategy to ensure smooth adoption of the new CRM platform across the organization, including communication, training, and support.
  • Data Migration Strategy: Define and oversee the data migration strategy from Salesforce to the new CRM, ensuring data accuracy, integrity, and minimal disruption.
  • Integration Architecture: Design and manage the integration architecture between the new CRM and other critical business systems.
  • Risk Management: Identify potential risks and challenges associated with the CRM transformation and develop mitigation strategies.
  • Post-Implementation Support: Ensure a seamless transition to the new platform's operational support model and continuous improvement.
  • Adheres to the letter and spirit of the company Code of Conduct, the AdvaMed Code, MedTech Code, and all other company policies.
  • Ensures Compliance with applicable governmental laws, rules, and regulations, both in the United States and internationally, by completing introductory and annual training and maintaining knowledge of compliance as it applies to your role
  • Represents the company in a professional manner and uphold the highest standards of ethical business practices and socially responsible conduct in all interactions with other employees, customers, suppliers, and other third parties
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions

Qualifications:
  • Bachelor's degree in Information Systems, Computer Science, Business, or related field (Master's preferred).
  • 5-9 years of IT experience, including 5+ years in CRM systems leadership (preferably Salesforce).
  • Proven track record of successfully leading and delivering large-scale IT projects, particularly CRM implementations or migrations.
  • Experience with other major CRM platforms (e.g., Microsoft Dynamics 365 CRM, ZOHO CRM) is a significant plus.
  • Demonstrated ability to manage complex integrations between CRM and other enterprise systems.
  • Strong understanding of CRM best practices pertaining to Patient, Surgeon Information.
  • Excellent leadership, communication, and stakeholder engagement skills.
Physical Demands:

The physical demands listed here are representative of those that must be met by and employee to successfully perform the essential functions of this job.
  • Required to sit; climb or balance; and stoop, kneel, crouch or crawl
  • Required to regularly lift and/or move up to 10 pounds, and occasionally lift and/or move up to 25 pounds
  • Required to possess specific visons abilities, including: close vision, distance vision, color vision, peripheral vision, depth perception and capacity to adjust focus
Our Values:

Our Life Moves Us philosophy is built on four values: Passionate About Innovation, Customer Focused, Teamwork, and Driven.
  • Passionate about Innovation : Improving patient care by delivering advanced technology to our customers is at the core of what we do. We are passionate in our role in improving the lives of patients by continuously developing better solutions.
  • Customer Focused : We listen to our customers' needs and respond with a sense of urgency.
  • Teamwork : Working together, anything is possible. We value every person on our team and treat each other with respect. We are accountable to one another and support each other. Together, we make each other stronger.
  • Driven : We pursue our mission with energy and passion. We are nimble, results-oriented and decisive. We overcome obstacles that arise in our quest to deliver solutions that will improve the lives of our customers and patients.


Equal Employment Opportunity:

Globus Medical is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, age, disability, marital status, pregnancy, national origin or citizenship. We are committed to a diverse workforce. We value all employees' talents and support an environment that is inclusive and respectful.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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CRM Consultant

75215 Park Cities, Texas Knowit Training

Posted 2 days ago

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Job Description

We're looking for a CRM Consultant for a project with our client in the North Dallas area. This is a contract position, responsible for the assessment of our client's current CRM and recommendation of a new CRM, more aligned with their business needs and objectives. Work can be done remotely, however availability for occasional on-site visits is required. If you're interested, please apply today.

Responsibilities:

  • Initiate project with stakeholders via email/virtual meeting or formal Kickoff.
  • Gather feedback and expectations.
  • Establish communication plan, methods, frequency, and format (email, remote, in-person, etc.).
  • Explain project phases and expectations.
  • Establish project's points of contact on customer's and CI side.
  • Establishment of a project timeline based on the customer environment and availability.
  • Schedule discovery meetings for the following discovery phases.
Qualifications:
  • CRM Agnostic, with the ability to objectively assess and recommend available CRMs
  • Experience working with stakeholders and end users to gather requirements and understand current state CRM usage.
  • Excellent communication and presentation skills
Preferred:
  • Experience with Touchpoint CRM
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CRM Analyst

90079 Los Angeles, California AEG

Posted 2 days ago

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Job Description

In order to be considered for this role, after clicking "Apply Now" above and being redirected, you must fully complete the application process on the follow-up screen.

Company Information
For more than 20 years, AEG has played a pivotal role in transforming sports and live entertainment. Annually, we host more than 160 million guests, promote more than 10,000 shows and present more than 22,000 events around the world. We are committed to innovation, artistry, and community, and leverage the power of our 300+ venues, leading sports franchises, marquee music brands, integrated entertainment districts, premier ticketing platform and global sponsorship activations, to create memorable moments that give the world reason to cheer.

Our business is interwoven with the human mind and heart, and we strive to build a diverse and inclusive company that reflects the artists, athletes, and fans that we host; reach beyond traditional boundaries to support the communities in which we operate; and minimize our impact on the environment by adopting sustainable practices throughout our business operations.

If you want to be challenged to up your game and make a difference, then join us in giving the world reason to cheer! Job Summary The CRM Analyst will be responsible for the management of AEG Global Partnership's Deal Management solution. They will responsible for maintaining accurate inventory on all domestic sponsorship deals and will be the liaison between revenue reporting for AEG Premium teams at various AEG Entities. The ideal candidate will have strong technical and analytical skills with competencies in excel, revenue management, implementing workflows, and processes, as well as providing end user support. Additional responsibilities include conducting data analysis and providing recommendations on sponsorship sales initiatives to enhance business strategy. Essential Functions
    • Ensure all sponsorship inventory and deals sheets are entered into the system.
    • Assist in extracting, analyzing, and presenting data to identify areas for opportunity to improve the effectiveness of our sales process
    • Monitor and resolve data quality issues (e.g. potential duplicates, conflicting or missing data, merging records, and maintaining accurate data). Provide updates to Senior Manager of Analytics & Strategy.
    • Assist in extracting, analyzing, and presenting data to identify areas for opportunity to improve the effectiveness of our sales process.
    • Partner with Senior Manager of Analytics & Strategy in the development of custom features to increase usability and functionality of the system.
    • Assist in presenting data to Global Partnerships Executive Leadership team. Includes creating weekly sales grid and creating sales reports for GP divisions as requested by specific sales teams.
    • Identify, troubleshoot, and resolve unusual/adverse situations using a quick response approach and making sound judgment decisions based on available facts.
    • Develop and enhance deal management processes by making recommendations on best practices, holding user groups for ongoing feedback, and maintaining accurate inventory data.
    • Serve as the onboarding resource to each division within Global Partnerships by providing training to new team members on how to input deal sheets.
Required Qualifications
    • BA/BS Degree (4-year) In related field
    • 0-2 years related experience
    • minimum of one year experience with Microsoft Dynamics CRM, or related CRM system
    • experience working within the sports or entertainment industry preferred
    • Background using sports and entertainment business intelligence platforms for inventory management preferred. Examples include KORE Software and EngageRM
    • Highly analytical with a quantitative academic background
    • High level of computer proficiency (Microsoft Word, Excel, Outlook, PowerPoint), and ability to learn required business systems
    • Must be able to work in a fast paced and energetic office environment
    • Critical attention to detail with a high level of accountability
    • Ability to work independently and exercise discretion in performing job duties
Pay Scale: $69,000 - $82,000 Bonus: This position is eligible for a bonus under the current bonus plan requirements. Benefits: Full-time: We offer a comprehensive benefits package that includes: medical, dental and vision insurance, paid holidays, vacation and sick time, company paid basic life insurance, voluntary life insurance, parental leave, 401k Plan (with a current employer match of 3%), flexible spending and health savings account options, and wellness offerings. AEG reserves the right to change or modify the employee's job description whether orally or in writing, at any time during the employment relationship. AEG may require an employee to perform duties outside their normal description.
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CRM Administrator

75011 Lewisville, Texas MB2 Dental Solutions

Posted 2 days ago

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Job Description

Overview

MB2 Dental, a first-of-its-kind Dental Partnership Organization (DPO) founded in 2007 and based in Carrollton, TX, is actively hiring a CRM Administrator! This is an excellent opportunity to work in a highly collaborative team while independently managing multiple job tasks and responsibilities.

MB2 proudly collaborates with more than 786 Dentist Owners and supports over 792 practices across 45 states. Under the visionary leadership of our CEO, Dr. V, you will find a fulfilling career within the MB2 family right from the start. Join us today and discover why MB2 is widely recognized as an exceptional workplace that fosters professional growth and an unparalleled sense of community.

We are excited to offer our team members a competitive compensation package that includes medical/dental/vision/life insurance, long and short-term disability, generous PTO, paid holidays, Traditional and Roth 401(k) options, and much more!

Qualifications
  • Bachelor's degree required.
  • Have certifications in HubSpot Sales, Marketing Software, and Service Hub.
  • Minimum 5-7 years of experience with HubSpot or as a HubSpot administrator.
  • Strong understanding of the platform, with the ability to build custom objects, formula fields, workflows, custom views, and other content of intermediate complexity.
  • Ability to problem solve, diagnose problems, and troubleshoot issues.
  • Familiarity with tools that may be integrated with HubSpot (e.g., Outlook, Slack).
  • Experience with managing email marketing campaigns through HubSpot Marketing Hub to include email workflows, list segmentation, and performance tracking.
  • Demonstrated ability to integrate and optimize Google advertisements within HubSpot, including conversion tracking setup, campaign tagging, and reporting.
  • Ability to communicate and work effectively across multiple stakeholders.
  • Strong skills in project creation and management, including intake of tasks, prioritization, and successful delivery.
  • Ability to work 40-50 hours a week at the MB2 main office.
  • High level of interpersonal skills with both strong written and verbal communication skills.
Job Requirements
  • Responsible for new user setups and deactivation, including data transfer for deactivated users.
  • Manage membership access, database permissions, and security controls.
  • Establish and manage data reporting and dashboard views for internal and external users.
  • Customize and manage data properties across multiple objects (contacts, companies, deals, tickets, payments, etc.).
  • Establish standardization of notification presets and custom index/record views.
  • Implement & maintain Sales, Marketing, and Service processes into the HubSpot CRM.
  • Maintain assets needed for sales operations (meeting links, templates, and sequences).
  • Build, maintain, and troubleshoot workflows and automation rules.
  • Set up and manage integrations with third-party resources.
  • Collaborate with brand management and marketing to ensure campaign tracking and performance analytics are documented.
  • Track HubSpot usage, subscription costs, and billing, and update accordingly with the company's needs.
  • Collaborate with different stakeholders on building and maintaining web forms and landing pages.
  • Maintain currency with HubSpot updates and feature changes, and determine any impact on the work process.
  • Provide platform training and support to users as needed.
  • Create documentation & SOP around CRM usage.
  • Monitor system performance & identify areas of improvement.
  • Support day-to-day operations, which include interacting with users and external partners.
  • Lead ad-hoc project implementation as dictated by the company's strategic needs.


MB2 Dental Solutions, LLC is an equal opportunity employer.

INDHRM200
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